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Summit Trail Advisors’s Simon Property Group SPG Stock Holding History

Summit Trail Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.56M Sell
29,339
-940
-3% -$193K 0.08% 141
2026
Q1 		$5.65M Sell
30,279
-11,695
-28% -$2.23M 0.08% 145
2025
Q4 		$7.77M Sell
41,974
-1,294
-3% -$235K 0.13% 95
2025
Q3 		$8.12M Buy
43,268
+15,899
+58% +$2.74M 0.11% 96
2025
Q2 		$4.4M Buy
+27,369
New +$4.32M 0.08% 136
2024
Q4 		– Sell
-4,442
Closed -$751K – 711
2024
Q3 		$751K Buy
4,442
+718
+19% +$114K 0.02% 318
2024
Q2 		$565K Buy
3,724
+60
+2% +$8.84K 0.01% 344
2024
Q1 		$573K Buy
3,664
+1,511
+70% +$222K 0.02% 309
2023
Q4 		$307K Sell
2,153
-251
-10% -$30.3K 0.01% 401
2023
Q3 		$260K Buy
2,404
+153
+7% +$17.9K 0.01% 418
2023
Q2 		$260K Buy
+2,251
New +$245K 0.01% 406
2018
Q2 		– Sell
-2,127
Closed -$321K – 655
2018
Q1 		$321K Sell
2,127
-190
-8% -$30.2K 0.05% 264
2017
Q4 		$386K Buy
+2,317
New +$376K 0.05% 270

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's SPG Position: Q2 2026 in Review

Summit Trail Advisors reduced its Simon Property Group (SPG) stake by 3.1% in Q2 2026, selling an estimated $193K and leaving 29,339 shares worth $6.56M. The position accounts for 0.08% of the portfolio, ranked #141.

Summit Trail Advisors first reported a position in SPG in Q4 2017 and has held it in 13 quarters since. The position peaked at $8.12M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Summit Trail Advisors held 29,339 shares of Simon Property Group worth $6.56M as of Q2 2026.
  • Summit Trail Advisors sold 940 Simon Property Group shares in Q2 2026, an estimated $193K.
  • Simon Property Group made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #141 holding.
  • Summit Trail Advisors first reported a position in Simon Property Group in Q4 2017 and has held it in 13 quarters since.
  • Summit Trail Advisors's Simon Property Group position peaked at $8.12M in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.